Grantd

Grantd Unlocking equity compensation wealth with AI-powered, confident, timely decisions for advisors and their clients.

StockOpter by Grantd is the next evolution in equity compensation planning. For over 25 years, StockOpter has helped advisors deliver timely, tax-efficient guidance on company stock and options. Now part of Grantd, we’re combining StockOpter’s proven tools with modern AI to simplify decision-making and enhance long-term outcomes. We’re continuing to support everything you love about StockOpter—while building what’s next.

Did you know equity compensation is now one of the fastest-growing sources of wealth for working professionals — and mos...
28/05/2026

Did you know equity compensation is now one of the fastest-growing sources of wealth for working professionals — and most of them do not have a plan for it?

We put together a practical playbook for advisors who want to specialize in this space. From finding the right prospects to running a great first conversation, it is all here.

Click the link below for the full article.

https://www.grantdequity.com/articles/how-to-find-approach-and-win-equity-comp-clients

Tender offers are reshaping private-company wealth — and the planning window is short. Aric Jacobson — Sr. Equity Compen...
21/05/2026

Tender offers are reshaping private-company wealth — and the planning window is short.

Aric Jacobson — Sr. Equity Compensation Planner at Grantd, CFP®, JD, Tax LLM — just published a new breakdown for financial advisors on what to do when a client gets a tender offer:

• Which shares to tender first
• Why a higher tender price can trigger unexpected IRS treatment
• How to use the offer to manage AMT exposure
• When to use the proceeds to start ISO holding-period clocks

Practical, technical, and the framework Aric has used with clients through multiple pre-IPO tenders.

Read the full piece → https://www.grantdequity.com/articles/tender-offers-a-critical-liquidity-tool-for-private-company-employees

There is no universal answer, but there is always a path to clarity for a specific client.For advisors, managing a clien...
13/05/2026

There is no universal answer, but there is always a path to clarity for a specific client.

For advisors, managing a client with millions in unvested RSUs or complex ISOs requires more than just a spreadsheet—it requires a dynamic plan that accounts for tax, risk, and behavior.

In this episode of the You’ve Been Grantd Podcast, Brian McDonald and Bernard Tong discuss how the future of employee ownership is being redesigned to give both advisors and employees the "full picture" of their wealth.

Catch the episode here: https://www.grantdequity.com/articles/modern-equity-design-the-future-of-employee-ownership

GEO Austin delivered. Grantd was proud to be part of it.We connected with equity leaders at our booth, gave away an iPad...
01/05/2026

GEO Austin delivered. Grantd was proud to be part of it.

We connected with equity leaders at our booth, gave away an iPad and AirPods, and heard Grantd CEO Brian McDonald speak on the panel, “In Charge at Last: What Leaders Would Change If They Could.”

Thanks to everyone who stopped by and joined the conversation.

Advisors can uncover $750k+ in new AUA from a single equity compensation client… when they have the tools to guide these...
29/04/2026

Advisors can uncover $750k+ in new AUA from a single equity compensation client… when they have the tools to guide these complex decisions well. Unlock more for your clients and your practice: https://bit.ly/4d4Whxt

Equity grants contain enormous opportunity, but they are also complex. Grantd helps advisors translate that complexity i...
28/04/2026

Equity grants contain enormous opportunity, but they are also complex. Grantd helps advisors translate that complexity into clear, strategic guidance. Here’s how: https://bit.ly/3PjUaMr

The future of wealth management is in equity compensation. Our podcast brings together leaders across finance, technolog...
28/04/2026

The future of wealth management is in equity compensation. Our podcast brings together leaders across finance, technology, and equity programs to discuss what’s next. Listen here: https://bit.ly/483WQUF

Equity compensation is becoming one of the largest sources of wealth for professionals. Advisors who can guide decisions...
22/04/2026

Equity compensation is becoming one of the largest sources of wealth for professionals. Advisors who can guide decisions clearly will stand out. Equip yourself to unlock more: https://bit.ly/4d5QHee

On our podcast, we talk with industry leaders about how advisors and equity professionals can navigate high-stakes equit...
21/04/2026

On our podcast, we talk with industry leaders about how advisors and equity professionals can navigate high-stakes equity comp decisions with confidence. 🎧 Tune in: https://bit.ly/483WQUF

Equity compensation involves countless moving pieces, including taxes, vesting schedules, liquidity events, and concentr...
21/04/2026

Equity compensation involves countless moving pieces, including taxes, vesting schedules, liquidity events, and concentration risk. Grantd brings it all into one platform: https://bit.ly/4d4Whxt

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